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1,358 hedge funds and large institutions have $66.4B invested in Chubb in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 560 increasing their positions, 463 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 463

12% more call options, than puts

Call options by funds: $217M | Put options by funds: $194M

0.54% more ownership

Funds ownership: 87.14%87.68% (+0.54%)

3% less funds holding

Funds holding: 1,4021,358 (-44)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.88B)

22% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 113

25% less funds holding in top 10

Funds holding in top 10: 4433 (-11)

Holders
1,358
Holders Change
-44
Holders Change %
-3.14%
% of All Funds
23.39%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
88
Increased
560
Reduced
463
Closed
113
Calls
$217M
Puts
$194M
Net Calls
+$22.8M
Net Calls Change
+$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1251
Exchange Traded Concepts
Oklahoma
$39K -$20.9K -110 -34%
Jones Financial Companies
1252
Jones Financial Companies
Missouri
$39K -$1.71K -9 -4%
BWA
1253
BDO Wealth Advisors
Florida
$39K
FPFS
1254
First Personal Financial Services
North Carolina
$39K
OSNBOA
1255
Old Second National Bank of Aurora
Illinois
$39K
SWM
1256
Selective Wealth Management
Virginia
$39K +$4.37K +23 +12%
APW
1257
Acima Private Wealth
Virginia
$37.5K
DWP
1258
Destiny Wealth Partners
Florida
$36K
IRC
1259
Investors Research Corp
Georgia
$36K
MHR
1260
Matthew Hamilton Rosenberg
$36K
BWM
1261
Baystate Wealth Management
Massachusetts
$35K
GTAM
1262
Global Trust Asset Management
Florida
$35K
CA
1263
Crewe Advisors
Utah
$35K +$5.13K +27 +17%
BIA
1264
Bell Investment Advisors
California
$34K +$6.46K +34 +22%
MCM
1265
McMillion Capital Management
North Carolina
$33K
BWP
1266
Baldwin Wealth Partners
Massachusetts
$32K -$4.94K -26 -13%
KFI
1267
Key Financial Inc
Pennsylvania
$32K
BCM
1268
Blume Capital Management
California
$27K
TAIM
1269
TD Ameritrade Investment Management
Nebraska
$25K -$15.6K -82 -37%
BSB
1270
Bangor Savings Bank
Maine
$25K -$380 -2 -1%
AWMS
1271
Advocacy Wealth Management Services
Georgia
$23K
EL
1272
EMFO LLC
Florida
$23K
HFM
1273
Harvest Fund Management
China
$23K +$24.1K +127 New
AA
1274
Addison Advisors
Vermont
$22K
AWM
1275
Atticus Wealth Management
Florida
$22K

CB Hedge Fund Activity: Q3 2022 in Review

1,358 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2022, worth a combined $66.4B — down 8.1% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CB and 88 opened new positions — a net loss of 25 holders — while 463 trimmed existing stakes and 560 added.

The largest buyer was Goldman Sachs, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $565M.

  • 1,358 institutional investors held Chubb (CB) as of Q3 2022, down from 1,402 in Q2 2022.
  • Funds reported $66.4B of Chubb stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 88 funds opened new Chubb positions in Q3 2022 and 113 closed out, a net change of -25 holders.
  • The largest Chubb buyer in Q3 2022 was Goldman Sachs, an estimated $149M added.
  • The largest Chubb seller in Q3 2022 was Wellington Management Group, an estimated $565M sold.

Based on aggregated 13F filings for Q3 2022.